Agenda

ASK THE EXPERTS LAB

Dealers loved our hands on lab at the last conference, so we’re bringing it back and we’re adding more opportunities for you to spend some one-on-one time with our team.

Our Lab will be open throughout the entire conference:

  • Monday: 3 pm – 6 pm
  • Tuesday: 10:15 am – 6 pm (lunch break: 12 pm – 1 pm)
  • Wednesday: 9:15 am – 5 pm (lunch break: 12 pm – 1 pm)

 

Monday, March 20th
3:00 pm – 6:00 pm
REGISTRATION
Arrive any time after 3:00 p.m. to register and check into the hotel.
3:00 pm – 6:00 pm
ASK THE EXPERTS LAB
Drop by the Lab to challenge our team with tricky questions, share your experiences and give feedback.
6:00 pm – 7:00 pm
FREE TIME
7:00 pm – 10:00 pm
KICK OFF PARTY
Welcome to The Safety Harbor Resort and the beautiful state of Florida! Join us for dinner and cocktails and take the opportunity to get to know your fellow dealers and the IDS Team.

Day One

Tuesday, March 21st

8:00 am – 9:00 am BUFFET BREAKFAST & NETWORKING
9:00 am – 9:30 am

WELCOME GREETING

Presenter: Dexter Salna, President

9:30 am – 10:15 am

 

KEYNOTE: Make Some Noise – Open the Throttle and Dominate Your Marketplace

Keynote Speaker: Ken Schmidt, the former director of communications for Harley-Davidson Motor Company and one of the most provocative thought leaders in America.

Ken played an active role in one of the most celebrated turnarounds in corporate history – and got paid to ride motorcycles. He will take you through a fascinating story of how businesses of any size and scope can – by focusing on understanding and harnessing the most basic drivers of human behavior – improve their competitiveness in even the most difficult marketing environments.

The road to building a fanatically vocal customer base, creating a passionately loyal corporate culture, and developing leaders who inspire and motivate starts here. Ken will challenge you to consider what you are willing to do today that is different than what you did yesterday for the people who can put you out of business tomorrow.

10:15 am – 10:30 am NETWORKING BREAK
10:30 am – 12:00 pm

 

INNOVATIONS: IDS Astra G2 Roadmap
Discover what our team has been up to recently and be prepared for what’s coming. You’ll learn about:

  • What’s new in Astra G2
  • Roadmap for 2017 and beyond

Presenter: Mario Britz

12:00 pm – 1:00 pm BUFFET LUNCH & NETWORKING
  Track A:
CRM, SALES, FINANCE & ACCOUNTING
Track B:
SERVICES & PARTS
1:00 pm – 2:30 pm CRM: Make Your CRM Do the Work For You PARTS: Best Practices Using the Parts Manager
  Optimize sales processes and increase customer engagement through:

  • Automatic Lead Generation
  • Automatic Contact Follow Up Activities
  • Management of Unit Sales Opportunities
  • Unit Inventory Search Capability

Presenter: Mark Berggren

Increase your parts profitability by mastering:

  • Parts Movement / Consumption
  • Suggested Ordering Using Min and Max
  • Placing Parts on Sale
  • Obsolete Parts Based on Specific Criteria
  • Year End and Cycle Counting

Presenter: Kurt Vajgrt

2:30 pm – 2:45 pm
NETWORKING BREAK
2:45 pm – 3:45 pm EMAIL MARKETING: Putting Together and Executing the Plan SERVICE: Effective Warranty Submission Based Off Unit Inventory Purchase
  Take your marketing to the next level by getting a plan that you can easily execute:

  • Plan Out your Annual Marketing Strategy
  • Use Segmenting for a Targeted Market
  • Automated Workflows – Set It and Forget It
  • Automated Messaging – Birthday Email

Presenter: Mark Berggren

Collect more money by better understanding:

  • Unit Purchase vs Warranty Claim Submission
  • Are You Submitting Enough?
  • Warranty Claim Manager

Presenter: Marilyn Melkus & Kurt Vajgrt

3:45 pm – 4:00 pm
NETWORKING BREAK
4:00 pm – 5:00 pm

 

SALES / SERVICE: Optimizing Your Delivery Process
Boost your shop’s productivity by leveraging:

  • Automatic Work Order Creation
  • Automatic Delivery Appointment
  • Understanding Dealer Option Selling Price vs Wo Installation Cost
  • Automatic Delivery Calendar Creation

Presenter: Marilyn Melkus & Kurt Vajgrt

5:00 pm – 7:00 pm
FREE TIME
7:00 pm – 10:00 pm
DINNER & NETWORKING

Day Two

Wednesday, March 22nd

8:00 am – 9:00 am
BUFFET BREAKFAST & NETWORKING
9:00 am – 9:15 am
GOOD MORNING DAY TWO
Presenter: Sean Raynor, General Manager
9:15 am – 10:15 am

 

Diving Deep into the DMS Statement and Balance Sheet

Guest Speaker: Michael Rees

Get down to the nitty-gritty of your DMS statement and balance sheet and learn how to develop a process that will have a positive effect on your bottom line.

10:15 am – 10:30 am
NETWORKING BREAK
  Track A:
CRM, SALES, FINANCE & ACCOUNTING
Track B:
SERVICES & PARTS
10:30 am – 12:00 pm ACCOUNTING: Custom GL Reports for All Departments Preparing for the Future: A Creative Brainstorm
  Learn how to keep reporting accurate across all departments.

  • Custom Financials and/or Departmental Docs – Which is the Right One for Me?
  • Compare Budget and Prior Year
  • Ability to Customize the Design
  • Compare $’s to # of Units & Percentages

Presenter: Marilyn Melkus

Join Ajay Thakur, the Director of Strategic Initiatives, for the opportunity to share your biggest industry challenges and discuss practical solutions alongside your peers.
12:00 pm – 1:00 pm
BUFFET LUNCH & NETWORKING
1:00 pm – 2:30 pm Preparing for the Future: A Creative Brainstorm G2 SERVICE WORKFLOW: Beginning to End for Service Advisors and Technicians
  Join Ajay Thakur, the Director of Strategic Initiatives, for the opportunity to share your biggest industry challenges and discuss practical solutions alongside your peers. Streamline your service operation and become more proficient at:

  • Mobile Walk Around of Unit
  • Automatic Picture Capture and Storage
  • Assignment of Work to Technicians
  • Tracking Job Status
  • Notification of Completion

Presenters: Kurt Vajgrt & Marilyn Melkus

2:30 pm – 2:45 pm
NETWORKING BREAK
2:45 pm – 3:45 pm

 

REPORTS: Mastering Advanced Reporting / MITS
Get the most out of your reports:

  • Customize Your Own Reports using Existing System Reports
  • Learn to Sort, Filter, Export, Add and Remove Columns
  • Use These Reports to Drill Right Down into the Data

Presenter: Mark Berggren

3:45 pm – 4:00 pm
THANK YOU & CLOSING REMARKS

 

Note: Schedule is subject to change.

 

 

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